OLD REPORT |
NEW REPORT |
DESCRIPTION |
FM160
Monthly Budget Summary |
GL005 Summary Budget Status  |
Summarizes budget to actuals for revenue and expenses for a specific Fund, Dept ID, Project. |
FM162
Detailed Monthly Budget Statement |
GL008 Revenue & Expense |
All transactions affecting the budget for the current period. |
FM170
Open Encumbrance |
SC016 Open Encumbrances |
Shows open encumbrances and helps users to reconcile budgets and track purchase orders that have not been finalized. |
| SNUPER |
GM044 Sponsored Project Portfolio |
Used by PI’s, Department Administrators, and ASRSP to view budget balances by project and by project/budget category.
- The first level report displays balances for active projects including direct and indirect expenditures as well as encumbrances by department and/or principal investigator.
- The second level report drills through into the Budget Overview for a particular project which breaks out the available balance by sponsor and cost share commitments. Each balance is then broken out by budget category (includes expenses and encumbrances).
|
NG32
CUFS Monthly Sponsored Project Summary |
GM045 Sponsored Project Budget Statement |
Used by PI's, Dept. Admins, and ASRSP to review the status of direct and indirect expenditures against the total budget amount along with project demographic data. The dollars are broken out and shown by Current Accounting Period, Fiscal Year to Date, and Inception to Date. |
NB46
Current Funds Unrestricted Closing Report |
GL013 Year End Performance Review |
Used by management to gauge actual to budget for revenue and expenses. |
NA10/NA11
Detail Trial balance for Agency Funds |
GL018 Summary of Agency Project Cash Balances |
Snapshot of balances on the Summary and gives more information on the individual Agency Project on the Detail reports. |
NA10/NA11
Detail Trial balance for Agency Funds |
GL061 Agency Project Detail |
Gives agency account managers a detail of cash balances |
FM258
Job Cost Statement |
FM008 Job Cost-FAMIS Billing Summary |
Used for analysis of job costing activity for all costs associated with a work order after posting to NUFinancials. |
NEW
(Similar to McFITS reports) |
GL068 - Financial Summary (Excluding Agency and Multi-Year Funds) |
Provides summarized financial information by chart string, for a DeptID or for a School/Unit, reflecting the typical Beginning Balance, Expenses, Revenues, and Ending Balance for both Budget and Actuals, as applicable; also providse sub-totals by Fund type and DeptID. |
NEW
(Similar to McFITS reports) |
GL069 - Financial Summary (Including Multi-Year Funds And Excluding Agency Funds) |
Displays summarized expense and revenue (actuals and budget) financial information by chart string for a DeptID or School/Unit, reflecting the typical Expenses, Revenues, and Ending Balance, as applicable. This report shows information for all chart strings except those that use agency funds (starts with a 7). |
NEW
(Similar to McFITS reports) |
GL070 - Financial Summary with Project Purpose (Excluding Agency and Multi-Year Funds) |
Provides summarized financial information by chart string, for a DeptID or for a School/Unit, reflecting the typical Beginning Balance, Expenses, Revenues, and Ending Balance for both Budget and Actuals, as applicable; also provides sub-totals by Fund type and DeptID. The GL070 report has the additional benefit of reporting and sub-totaling by Project Attributes, as assigned. |
NEW
(Similar to McFITS reports) |
GL071 - Financial Summary - Historical Comparison (Excluding Agency and Multi-Year Funds) |
Allows comparison of fiscal year data by accounting period. Answers the question: “How were we doing this time last year?” |
